+20.6%
ABNB vs U
-71.8%
+92.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -4.8% |
| 7D | -4.4% | +4.5% | -8.9% | -5.6% |
| 30D | -2.0% | -0.6% | -1.4% | -1.9% |
| 3M | +29.8% | +48.4% | -18.6% | +15.5% |
| 6M | +31.0% | +115.4% | -84.4% | +3.7% |
| YTD | +28.6% | -3.2% | +31.8% | +23.6% |
| 1Y | +40.1% | -6.0% | +46.1% | +33.0% |
| 3Y | +19.7% | +13.5% | +6.2% | -3.2% |
| 5Y | +6.5% | -68.0% | +74.5% | +19.9% |
| All | +20.6% | -71.8% | +92.4% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling